PhenoTips » User Guide » Push functionality

Push functionality

Push functionality

Pushing data to another PhenoTips instance

PhenoTips enables physicians to transfer patient data to another instance of PhenoTips through its Push functionality. Individual patient records as well as bulk patient data can be pushed to another instance of PhenoTips, ie. the destination server. The destination can be PhenomeCentral or any other PhenoTips installation that is configured to receive data from a sender.

Consents required by the destination server are fully supported. They are displayed before pushing patient records and any mandatory consents must be checked in order to proceed with the data transfer.

As of version 1.3, most categories of patient data can be pushed to other PhenoTips instances. However, at the moment, the following information cannot be pushed: 

  • Pedigree 
  • Obstetric history
  • Copy number variants
  • Medical reports
  • Additional files

Previously pushed data on the destination server can be modified/cleared, by modifying/deleting it on the source server and then pushing it to the destination server again.

An administrator must perform the set-up required to target a server as an approved destination for your organization's data. If you are having trouble following the instructions below, check that your destination server has been approved and connected by the administrator.

Pushing individual records

  • Open the patient record
  • Click on More actions in the patient header
  • At the bottom of the drop-down menu, click on Push to <destination>
PushPatientMenu.png
  • The login dialog will pop up
  • Login to the destination server, where the other instance is located, using your registered username and password
PushLogin.png
  • Upon successful login, check consents (if consents do exist on the destination server) 
  • Check "I agree to push data to <destination server> (required)" checkbox
  • The NEXT button will be enabled once all required consents are selected
  • Click on the NEXT button
PushConsents.png
  • Select the fields from Patient record form that need to be transferred (by default, only external identifier, sex, phenotypes and molecular diagnosis are pre-selected)
  • Click on the PUSH TO ... button at the bottom of the form
PushSelectFields.png
  • The status of the performed push will appear at the bottom of the form (beneath the NEXT and CANCEL buttons)
PushFinished.png

Pushing bulk data

  • Go to the Browse all patients page
  • Click on the "Push to <destination server>" option located near the top right of the page
PushAllPatientsMenu.png
  • The login dialog will pop up
  • Login to the destination server, where the other instance is located, using your registered username and password
PushLoginBulkData.png
  • Upon successful login, check consents (if consents do exist on the destination server) 
  • Check "I agree to push data to <destination server> (required)" checkbox
  • The NEXT button will be enabled once all required consents are selected
  • Click on the NEXT button
PushConsentsBulkData.png
  • Another form will appear offering two options:
    • Step 1: filter for patients that need to be transferred
    • Step 2: select patient record fields to be transferred

Left side : STEP 1

  • By default, all of your patients will be selected
  • You can filter for specific patient records by entering data into the fields
  • At the bottom of the form, the number of patient records matching the filter is shown

Right side : STEP 2

  • By default, only external identifier, sex, phenotypes and molecular diagnosis are pre-selected
  • You can select to transfer additional fields from the patient record
PushFilterBulkData.png

In the sample below, patients with "Papilloma" phenotype are filtered for and all of the patient record fields are selected.
At the bottom of the screen "4 matching records" is displayed indicating the number of patients that were found with the papilloma phenotype.

  • Once you are finished with both steps, click on the PUSH TO ... button
PushFilteredSelectedBulkData.png
  • A confirmation dialog, listing selected patient records to be pushed, will appear
  • Click on the YES button when ready
PushProgressBulkData.png
  • The transfer of the patient data will commence and the status for each pushed record will appear at the bottom of the form (beneath the NEXT and CANCEL buttons)
PushFinishedBulkData.png